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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Cresset Asset Management
Illinois
$151M -$7.68M -270,071 -5%
MML Investors Services
27
MML Investors Services
Massachusetts
$147M +$6.34M +223,024 +4%
KFP
28
Keystone Financial Planning
Ohio
$147M -$6M -211,067 -4%
HighTower Advisors
29
HighTower Advisors
Illinois
$143M +$9.16M +322,188 +7%
JP Morgan Chase
30
JP Morgan Chase
New York
$139M +$10.6M +372,032 +8%
CSTB
31
Charles Schwab Trust Bank
Nevada
$137M -$26.2M -923,277 -19%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$134M +$23.3M +818,292 +20%
HWA
33
HHM Wealth Advisors
Tennessee
$133M +$3.29M +115,595 +2%
KAS
34
Kestra Advisory Services
Texas
$128M -$1.51M -53,228 -1%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$120M -$5.35M -188,297 -4%
Creative Planning
36
Creative Planning
Kansas
$118M +$8.81M +310,077 +8%
CFB
37
Cullen/Frost Bankers
Texas
$112M -$460K -16,191 -0.4%
DE
38
Diversified Enterprises
Delaware
$109M +$10.4M +365,566 +10%
KeyBank National Association
39
KeyBank National Association
Ohio
$105M +$3.34M +117,326 +3%
LA
40
LVW Advisors
New York
$98.3M +$1.16M +40,737 +1%
Truist Financial
41
Truist Financial
North Carolina
$96.8M +$2.34M +82,358 +2%
DADC
42
D.A. Davidson & Co
Montana
$95.3M +$3.11M +109,248 +3%
FFN
43
Focus Financial Network
Minnesota
$87M +$3.04M +106,776 +3%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$83M -$2.16M -75,855 -2%
VA
45
Valmark Advisers
Ohio
$80.5M +$6M +211,000 +8%
BFG
46
Bouchey Financial Group
New York
$80.1M +$13.8M +483,909 +20%
AAIM
47
Asset Advisors Investment Management
Georgia
$77.5M -$3.46M -121,819 -4%
IAS
48
IMA Advisory Services
Colorado
$73.4M +$76.4M +2,687,274 New
BFG
49
Berger Financial Group
Minnesota
$72.1M +$3.81M +134,046 +5%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$69M +$41.9M +1,475,239 +142%